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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,989 | $73,107-53.5% | $114,563-70.3% | $87,485-61.1% |
| Participation rate | 21.1% | 65.8%-44.7pp | 72.9%-51.8pp | 68.9%-47.9pp |
| Annual return | 17.08% | 19.47%-2.4pp | 241.09%-224.0pp | 26.06%-9.0pp |
| Employer contribution / active EE | $632 | $1,881-66.4% | $2,592-75.6% | $2,596-75.6% |
| Participant deferral / active EE | $676 | $3,144-78.5% | $4,142-83.7% | $4,274-84.2% |
| Admin fee / account holder | $341 | $5,770-94.1% | $7,623-95.5% | $7,775-95.6% |